David Lee

David Lee Email and Phone Number

투자는인생tv @ INVEST 4 LIFE
California, United States
David Lee's Location
San Francisco Bay Area, United States, United States
David Lee's Contact Details

David Lee work email

David Lee personal email

About David Lee

• Asset Management/Investment/Portfolio Management/Global Financial Services • Global Wealth Management• Corporate Finance/Investment Banking• Private Equity Investment/Alternative InvestmentSpecialties: Investment, Fund Management, Hedge Fund, Derivatives, Financial Planning, Venture capital Investment, Private Equity Investment holding Series 7, Series 63 and 65

David Lee's Current Company Details
INVEST 4 LIFE

Invest 4 Life

View
투자는인생tv
California, United States
Employees:
3
David Lee Work Experience Details
  • Invest 4 Life
    투자는인생Tv
    Invest 4 Life
    California, United States
  • Taylor Investment Advisory Group
    Chief Investment Officer
    Taylor Investment Advisory Group Jan 2021 - Present
    I am in charge of preserving a company's asset portfolios. And I am supervise a team of financial Advisors and clients Relations Managers and help develop both short and long-term investment plans, recommend investments and assign assets.
  • Taylor Investment Advisory Group
    Executive Vice President, Portfolio Manager
    Taylor Investment Advisory Group Jun 2017 - Present
    Providing Investment Advisory Services for HNW and UHNW clients and Corporates Clients specializing in financial planning, goal based asset management and customization of various asset classes.
  • Ai Based Portfolio Management Support System
    Founder
    Ai Based Portfolio Management Support System Dec 2016 - Oct 2019
    Securities Forecast Support System using Artificial Intelligence
  • Lpl Financial
    Managing Director
    Lpl Financial Jan 2016 - May 2017
    San Diego, Ca, Us
    Wealth Advisory Services for Strategic Wealth and Investment Management and Platform provided by LPL Financial and Investment
  • Merrill Lynch
    Global Wealth Management Sr. Financial Advisor Portfolio Manager
    Merrill Lynch Jul 2011 - Jan 2016
    New York, Ny, Us
    Managing Alternative Investment Fund including Hedge Funds, Options, REITs, ARN-Accelerated Returns Notes and Step-upsManaging high net worth individual and corporationsProviding investment advisory services to investorsManaging funds for various high return investment products such as Alternative Investments-Hedge Funds,REITs, Options, Step Up Notes and ARNs Managing High Net Worth Accounts, Corporate Cash Accounts, Retirement Accounts, LMA, and Corporate Investment Accounts
  • Morgan Stanley Smith Barney
    Private Wealth Manager
    Morgan Stanley Smith Barney Dec 2009 - Jun 2011
    New York, Ny, Us
  • Venture Source Group Llc
    Managing General Partner
    Venture Source Group Llc Feb 2003 - Dec 2010
    Private Equity Investment and management
  • Venture Source Group Llc
    Managing General Partner
    Venture Source Group Llc Feb 2003 - Dec 2010
    Private Equity Investment and Advisory Company

David Lee Skills

Investments Private Equity Venture Capital Mergers And Acquisitions Business Development Start Ups Business Planning Analysis Valuation Strategic Partnerships Business Strategy Marketing Entrepreneurship Asset Management Mutual Funds Financial Modeling Financial Planning Hedge Funds Finance Risk Management Corporate Development Derivatives Investment Management Strategic Financial Planning Alternative Investments Equities Corporate Finance Financial Services Investment Strategies Wealth Management Financial Advisory Portfolio Management Due Diligence

David Lee Education Details

  • Stanford University
    Stanford University
    Business & Economics
  • San Francisco State University
    San Francisco State University
    Finance

Frequently Asked Questions about David Lee

What company does David Lee work for?

David Lee works for Invest 4 Life

What is David Lee's role at the current company?

David Lee's current role is 투자는인생tv.

What is David Lee's email address?

David Lee's email address is da****@****ail.com

What schools did David Lee attend?

David Lee attended Stanford University, San Francisco State University.

What are some of David Lee's interests?

David Lee has interest in South Lake Tahoe, Weapon Systems, Children, Skiing, Marathon, Travelling, Soccer, Movie, New Toys, Game.

What skills is David Lee known for?

David Lee has skills like Investments, Private Equity, Venture Capital, Mergers And Acquisitions, Business Development, Start Ups, Business Planning, Analysis, Valuation, Strategic Partnerships, Business Strategy, Marketing.

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